Deal Review Meeting
Deal Review Meeting Board for Sales Managers. Pick the deals to review, ask five questions, record the decision and the next step, and check last week's actions. Free to clone.
Deal Review Meeting is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Chair and Pipeline Chair. Its automations include Meeting done, Chair summary, Deals to review, Monday email and Open decision 7 days alert.
by @john
What you can do with Deal Review Meeting
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Deal Review Meeting works
- Meeting done, Chair summary: when a meeting is set to Done, then Find the decisions from this meeting and Export the decisions project.
- Deals to review, Monday email: when Every Monday at 7 AM, then Ask Pipeline Chair for this week's deals and Email the owner the review list.
- Open decision 7 days alert: when Every morning at 8 AM, then Find open decisions older than 7 days and Join the aging decisions into lines.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Chair, Pipeline Chair
- Automations: Meeting done, Chair summary, Deals to review, Monday email, Open decision 7 days alert
- Workspace: 5 projects, 2 AI agents, 3 automations